FirmOps.io
FirmOps is your AI Concierge

Ask your firm what needs attention. FirmOps answers.

Bring one recurring bottleneck, question, or messy workflow. We help you turn it into a practical AI system now, then grow toward a firm brain that can talk to your apps.

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Read-only first
Approval-gated writes
One recurring workflow
FirmOps command center
Clio
matters
Email
threads
Phones
missed calls
Docs
files
Tasks
owners
QBO
billing
Owner asks
“Which matters need attention today?”
read-first
3
dormant matters
no activity in 14 days
2
unsigned retainers
ready for follow-up
1
billing drift
needs operator review
Draft client updates and task owners?
HUMAN APPROVAL
Design-partner fit

If these are the operating questions on your desk, the demo will make sense fast.

“I want to ask our firm what needs attention before another weekly report is built.”
“I need read-only answers first, then supervised work only after approval rules are clear.”
“Our Clio, email, documents, phones, and tasks should answer as one firm brain.”
“I want a working agent OS before I commit the team to another tool.”
“I want one recurring bottleneck turned into an approval-gated workflow the staff will use.”
How the AI Concierge starts

Read first. Prove one workflow. Add supervised writes only when the rules are clear.

01

Connect the read layer

We start with read-only access across the systems that already run your firm, so the agent can answer cross-system questions before it writes anything.

02

Prove the first workflow

We turn one recurring bottleneck into a practical firm-brain workflow with visible guardrails, owners, and approval checkpoints.

03

Supervise the write layer

When the workflow earns trust, FirmOps drafts tasks, updates, and follow-ups for human approval — expanding only where the cohort proof supports it.

The explainer

See how FirmOps works.

A short explainer of how scattered firm context becomes a firm brain for read-only answers, drafted next steps, and human-approved action.

Book a 15-minute live demo →
From concierge to firm brain

A path you can start small and trust as it grows.

01

Start with live AI implementation help

Real working sessions, not a strategy deck. We build with your team in the room.

02

Build useful tools with your team

Assistants, drafts, trackers, and automations staff will actually adopt.

03

Capture firm knowledge, SOPs, data, and patterns

The way your firm actually works becomes context the system can use.

04

Connect apps through APIs, exports, and approved access

Read-first visibility before any write — you decide what is safe to automate.

05

Grow toward one operating layer for the firm

One trusted way to talk to the apps and data your firm already uses — the firm brain.

Examples, not the whole offer

Capabilities firms put to work first.

FirmOps helps law firms see what needs attention, prepare the next step, and keep humans in control before anything is sent, filed, or published.

01

Ask your firm what needs attention

A plain-English daily view of which matters, clients, tasks, payments, or intake items need action — without digging through five different systems.

02

Client communication drafts, never sent without approval

Prepare client updates, follow-ups, reminders, or next-step messages for staff review. Nothing goes out unless a human approves it.

03

Intake-to-opened-case tracking

See where every new client stands: signed, missing forms, waiting on documents, ready to open, opened in the case system, or stuck and needing staff help.

04

Owner-level firm reporting

Clear reports on active caseload, new signed cases, case velocity, expected fees, matter stages, source performance, and operational bottlenecks.

05

Know which referral and marketing sources are actually working

Compare lead sources by signed cases, quality, case value, validation, settlement outcomes, and return — not just raw lead count.

06

Document and letter preparation

Prepare routine firm documents — letters of representation, prior-attorney notices, billing notices, referral packets, insurance letters — with the right case details and attachments ready for review.

07

Exception and follow-up monitoring

Identify stalled matters, failed document uploads, missing signatures, unreviewed approvals, overdue follow-ups, or tasks that quietly fell through the cracks.

08

Marketing content with approval controls

Draft Google Business posts, settlement announcements, blog updates, local SEO improvements, and branded assets — ready for attorney review before anything goes public.

Works with the tools firms already run
Clio
Filevine
PracticePanther
MyCase
Smokeball
Law Ruler
Litify
DocuSign
Adobe Sign
PandaDoc
Dropbox
Google Drive
OneDrive
Box
Dialpad
Gmail
Outlook
Slack
LawPay
QuickBooks
Xero
Case management · 7
Clio
Filevine
PracticePanther
MyCase
Smokeball
Law Ruler
Litify
E-signatures · 3
DocuSign
Adobe Sign
PandaDoc
Document storage · 4
Dropbox
Google Drive
OneDrive
Box
Communication · 4
Dialpad
Gmail
Outlook
Slack
Billing · 3
LawPay
QuickBooks
Xero

These are just common examples. If a service has an API — and most modern law-firm tools do — FirmOps can connect to it. New integrations get added as firms need them, always read-first and approval-gated.

Built inside a real firm

Built from inside a real PI firm — not a demo-only sandbox.

FirmOps comes from the COO seat at Conduit Law, where these patterns are built, pressure-tested, and trusted on real cases before they reach other firms.

2.5h→10m
case launch
1,000+
cases processed
47→1
steps to one click
Conduit Law

“I don't know how we ever did it the old way.”

Jonathan Mahler
Jonathan Mahler
COO, Conduit Law
Elliot Singer, Esq.
Elliot Singer, Esq.
Managing Partner
Start here

Bring one operating bottleneck. See the AI Concierge run it safely.

A 15-minute live demo to test the workflow, the systems involved, and whether a design-partner build is the right next step.

Book a 15-minute live demo
hello@firmops.io · Denver, Colorado